Garrett Isaacs
Senior Client Relationship Manager
Garrett brings his experience as an operations specialist at Allegiance Financial Group/LPL Financial to his role as a Senior Client Relationship Manager.
Garrett has completed the Securities Industry Essentials (SIE) exam and is studying to attain the Series 65 credential with a goal of joining our Investment Advisory Team. He is a California Notary Public providing in-office and mobile notary services to clients and referrals.
Garrett enjoys music, reading and historical research. An accomplished jazz trombonist, he attended the UBC School of Music at the University of British Columbia.